The Enduring Advisory Firm How to Serve Your Clients More Effectively and Operate More Efficiently |
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| Author:
| Tibergien, Mark C.
Dellarocca, Kimberly G. |
| Series title: | Bloomberg Financial Ser. |
| ISBN: | 978-1-119-10876-4 |
| Publication Date: | Nov 2016 |
| Publisher: | John Wiley & Sons, Incorporated
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| Book Format: | Hardback |
| List Price: | USD $63.00 |
Book Description:
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A guide for financial advisors who are ready to embrace new opportunities
The Enduring Advisory Firm is a book for the forward-thinking financial advisor. Financial advisement is traditionally a hands-on field, so few in the industry feel threatened by the shifting social and technological landscape.
A guide for financial advisors who are ready to embrace new opportunities The Enduring Advisory Firm is a book for the forward-thinking financial advisor. Financial advisement is traditionally a hands-on field, so few in the industry feel threatened by the shifting social and technological landscape.